An Extraordinary Partnership Let's bring ours to life
While there's no such thing as a typical client, there ARE certain sophisticated needs, challenges and financial considerations that are commonly faced by specific types of clients— executives, physicians and attorneys , athletes and entertainers, cross-border clients, business owners, retirees and high net worth families – each with their own unique financial considerations. At Velocity Investment Partners, we have extensive knowledge of the circumstances faced by these clients and are able to provide tailored advice and customized planning for these unique wealth situations.
We pride ourselves on building strong, long-lasting relationships with each of the families we work with, helping them plan for success including a happy retirement and multi-generational wealth transfer tax planning.
Acting as their trusted financial partner and family CFO, we provide expert guidance to an exclusive group of individuals and families that integrates both life and wealth coaching for the whole family which ensures even younger generations receive advice on all facets of financial well-being.
We are driven not only by our years of experience, but by our disciplined planning, attentive insight and analytical capabilities.
We start by gathering a deep understanding of your priorities, concerns and challenges which helps us identify solutions and form a strategy to help you achieve your goals—even as they change over time. The result is a lasting relationship and an approach that reflects your unique values.
We hold ourselves to the highest level of standards. We work hard to ensure our quality of service is never compromised and we make every effort possible to ensure we deliver on your expectations. Our team is comprised of specialists who have an unwavering passion and commitment to their profession. We manage your wealth with the same passion that we do for our own families.
We look forward to the opportunity to earn your business and trust.
Brianne Gardner & John McLean